Creating a new order for a customer that is not yours, or is Out of Territory is very similar to beginning a regular order, and MarketTime allows you to toggle between your customers as needed.
What you'll learn
- How to toggle between your assigned customers and all customers within the company.
- How to select a customer to begin an order for.
To begin writing an order, use the New Order option found under Orders in the navigation menu.
SELECT A CUSTOMER
When selecting a customer, you'll see an Assigned/All toggle at the top of the window:
This allows you to toggle between seeing your own customers, and those within the company.
This feature only allows you to begin writing a new order for this customer, not view it's order history. You may update the customer as needed during the Order Entry process.
The rest of the customer search/selection process is the same as Creating a Line Item Order or a Summary Order.
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